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How to avoid investment traps in the platform age
Roger Montgomery
December 4, 2017
Right now, investors are in love with new, disruptive businesses, particularly those with platforms that shorten the path between supplier and end user. Many of these businesses are sporting eye-watering valuations that seem hard to justify. Is it time for a return to value investing? We think so. Continue…
by Roger Montgomery Posted in Global markets.
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- POSTED IN Global markets.
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Out of work or Pay Rise?
Roger Montgomery
December 1, 2017
Recently we have been fascinated by the inexorable rise in the share prices of tech companies. You might recall we’ve written about, and looked with suspicion at, the combined market value of US$140 billion for Tesla, Uber and Twitter, despite a combined profit of zero. Continue…
by Roger Montgomery Posted in Market commentary.
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